WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings13 positions
ALPHABET INC | 9M | $1.3B | 19.1% | $105.34 | +31.36% | 18 qtrssince 2019-Q3 | Increased 79 |
AMAZON COM INC | 7.6M | $1.2B | 17.5% | $135.44 | +12.19% | 15 qtrssince 2020-Q2 | Increased 75 |
FIDELITY NATL FINL INC | 14.8M | $756.3M | 11.5% | $29.78 | +48.90% | 6 qtrssince 2022-Q3 | Decreased 0 |
ASML HLDG NV | 862,300 | $652.7M | 9.9% | $603.49 | +22.66% | 5 qtrssince 2022-Q4 | Increased 68 |
MOODYS CORP | 1.6M | $614M | 9.3% | $268.77 | +42.13% | 6 qtrssince 2022-Q3 | Increased 65 |
TRANSDIGM GROUP INC | 580,200 | $586.9M | 8.9% | $766.07 | +17.03% | 3 qtrssince 2023-Q2 | Increased 66 |
TAIWAN SEMICONDUCTOR MANUFAC | 4M | $417.6M | 6.3% | $80.28 | +25.06% | 5 qtrssince 2022-Q4 | Decreased 0 |
PETROLEO BRASILEIRO S A | 21.5M | $328M | 5.0% | $8.90 | +32.38% | 3 qtrssince 2023-Q2 | Decreased 0 |
SAP SE | 2M | $310.9M | 4.7% | $107.06 | +38.91% | 13 qtrssince 2020-Q4 | Decreased 0 |
VICTORIAS SECRET AND CO | 5.6M | $148.3M | 2.3% | $53.33 | -50.23% | 10 qtrssince 2021-Q3 | Decreased 0 |
HERBALIFE LTD | 8.9M | $135.9M | 2.1% | $33.08 | -53.86% | 9 qtrssince 2021-Q4 | Decreased 0 |
E2OPEN PARENT HOLDINGS INC | 28.8M | $126.5M | 1.9% | — | — | 12 qtrssince 2021-Q1 | Unchanged 0 |
| 21.6M | $99.4M | 1.5% | — | — | 9 qtrssince 2021-Q4 | Unchanged 0 |
WINDACRE PARTNERSHIP LLC manages $6.6B across 13 positions as of Q4 2023. Top holdings: GOOGL (19.1%), AMZN (17.5%), FNF (11.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Increased 5, trimmed 6. Top move: GOOGL (INCREASED, conviction 79). Portfolio: $6.6B across 13 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR